Thesis Juniper Inc

ISIN: GB00B3SVQX09

Categoria Morningstar: GBP Allocation 60-80% Equity

Società:

The Company aims to provide a total return (with a combination of income and growth of capital), net of fees, over 5 year rolling periods. To achieve the objective, the Company will have exposure to a geographically diversified portfolio which will typically comprise at least 60% equities, and up to 40% in fixed income assets (which may include government and public securities), other alternative asset classes and cash. The composition of the Scheme Property as between equities and other asset classes, will vary over time within the above parameters, in response to the Investment Managers’ views of the economic and market environment.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 21,59 3 anni: 7,02 5 anni: 10,38 Inizio: 10,17 2024: 13,54 2023: 16,48 2022: -15,50 2021: 25,36 2020: 6,45
Rendimento annuo: Categoria 1 anno: 15,66 3 anni: 3,13 5 anni: 5,81 Inizio: - 2024: 9,08 2023: 10,95 2022: -14,91 2021: 18,49 2020: -0,37
Rendimento annuo: Percentile 1 anno: 3,00 3 anni: 3,00 5 anni: 1,00 Inizio:- 2024: 4,00 2023: 5,00 2022: 65,00 2021: 3,00 2020: 8,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: - 3 Sharpe Ratio: - 5 Correlazione: 93,40 Beta: 1,04 Alfa: 1,40 Tracking error: 3,35 Info Ratio: 0,44
Fonte: Morningstar. Dati in euros. Categoria: GBP Allocation 60-80% Equity. Data: 2024-07-11
Fonte: Morningstar. Dati in euros. Categoria: GBP Allocation 60-80% Equity. Data: 2024-07-11